Investment Insights Archives - MULTI-ACT

Everyone knows that the law of supply and demand is designed to bring equilibrium in the economy. If it is true for commodities, the same rule should apply to interest rates as well. But like Soviet Russia where the price of sugar has very little to do with supply and demand because it runs on a command-and-control economy, central bankers have been setting the price for the most important commodity in the world: money. How will all this end? Does anyone know?

One requires buying cheap, selling at a profit, and repeating the process. This requires making hundreds, sometimes thousands of smart investment decisions in the course of a career. To make many smart decisions is too hard.

The second way to invest just requires one decision: buy a great business. This way is to adopt a strategy that requires being smart only a few times. Almost no one does this despite the obvious advantages. It requires the right investor base. This article shows you how.

As Indian citizens struggle with the inevitable teething troubles that the demonetization episode has brought upon them, it is important to know that this shouldn’t seem like a remote threat to Westerners. It establishes a significant point – state-issued paper currency exists only at the acquiescence of the State. One verdict can make it totally worthless. Read on to know why this Indian chapter must be seen as a lesson (read: warning) by the Western civilization and also why the value of gold cannot be debased by government decree.Read More

While cash flows have been used as a guide to indicate the health of a company, just looking at cash flows is not enough. Multi-Act experts conduct an analysis of 3 companies,in the auto parts retailing industry, a highly favoured segment amongst investors and analysts. You’ll see why investing in auto part retailers may not be wise under certain circumstances. As we analyze 3 companies in the following areas, discover fundamental traits that should make investors skeptical:

E-Commerce sector has shown staggering growth and equally heavy losses in the past few years. Last week, an acquisition in Indian E-Commerce brought 50% of domestic fashion retail market under one control.
We discuss the logic behind such acquisitions in such cash burning sectors. Also, we talk about the corporate governance issue, which is being highlighted all over the world.

With huge companies merging or acquiring other companies, you cannot afford to remain uninformed about this. When billions of dollars are changing hands, how does it translate for the shareholders? We get you a rational analysis of these M&A activities in our latest podcast. Read More